Will Competition kill KEI & Polycab?

In this episode, we dive into the impact of rising competition on leading cable & wire companies like KEI and Polycab — and why investor psychology, industry capex, and return ratios matter more than ever.

📉 Key takeaways:

What happens when supply increases faster than demand
Learn from past case studies: Castrol, Paints, Quick Commerce, Varun Beverages
How PE derating starts even when earnings grow
Breakdown of gross block, ROCE, and capex of KEI, Polycab, RR Kabel
Entry of new giants like Ultratech & Adani and their strategic edge
The importance of perception, capital allocation, and exit signals

Great for investors tracking infrastructure-linked stories and learning how market psychology affects stock prices.

Published on 5 months, 4 weeks ago

Podcast Episode Details

Will Competition kill KEI & Polycab?